-4.9%
EQT vs UPST
-48.7%
+43.8%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +9.4% | -12.6% | -3.0% |
| 7D | -6.6% | -3.1% | -3.4% | -6.6% |
| 30D | +2.7% | -4.0% | +6.7% | +2.7% |
| 3M | -0.2% | -22.9% | +22.7% | -0.6% |
| 6M | -10.6% | -27.1% | +16.5% | -10.9% |
| YTD | -1.2% | -46.5% | +45.4% | -1.9% |
| 1Y | -4.9% | -49.4% | +44.6% | -5.7% |
| All | -4.9% | -48.7% | +43.8% | -5.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UPST.
Daily Out/Under-Performance
Portfolio return minus UPST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPST return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded UPST wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling